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Disclosery

XVV ISHARES TR

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ETF (fund)

110 managers (110 13F filers) reported a position in XVV shares at 2024-12-31, 2,983,864 shares in all. 7 filers opened a position and 3 filers sold out during the quarter.

Managers
110
13F filers
110
New
7
Added
40
Reduced
23
Sold out
3
Shares held by filers
2,983,864

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
SUN LIFE FINANCIAL INCin group SUN LIFE FINANCIAL INC823,040$37.3M2.08%013F-HRTimelineGroup
BECKER CAPITAL MANAGEMENT INC203,284$9.21M0.3%+19513F-HRTimeline
LPL Financial LLC143,666$6.51M<0.01%+3,77813F-HRTimeline
BSW Wealth Partners94,956$4.3M0.63%-2,94813F-HRTimeline
JNBA Financial Advisors94,618$4.29M0.44%+13,26613F-HRTimeline
Better Money Decisions, LLC93,750$4.25M2.94%+79013F-HRTimeline
Wharton Business Group, LLC83,200$3.77M0.17%-3,20013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources77,883$3.53M<0.01%013F-HRTimelineGroup
Atlantic Private Wealth, LLC67,669$3.07M2.31%-2,46913F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP59,600$2.7M0.01%new13F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC57,439$2.6M<0.01%13F-HR/ATimelineGroup
Biltmore Family Office, LLC56,201$2.55M0.43%-10,84513F-HRTimeline
RETIREMENT CAPITAL STRATEGIES51,187$2.32M0.88%-2,37013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp44,636$2.02M0.01%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA42,685$1.93M<0.01%+7,28013F-HRTimelineGroup
GOULD ASSET MANAGEMENT LLC /CA/39,045$1.77M0.37%+1,53513F-HRTimeline
HighTower Advisors, LLC38,340$1.74M<0.01%+1,03813F-HRTimeline
US FINANCIAL ADVISORS, LLC29,877$1.35M0.42%-38013F-HRTimeline
Archer Investment Management, LLC29,845$1.35M0.83%13F-HRTimeline
Wick Capital Partners, LLC29,793$1.35M0.4%+3213F-HR/ATimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/29,090$1.32M<0.01%-10,11713F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC28,101$1.27M0.03%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC27,156$1.23M<0.01%+2,45713F-HRTimelineGroup
Financial Council, LLC27,141$1.23M0.63%-5,15413F-HRTimeline
NorthRock Partners, LLC26,941$1.22M0.04%+7,17613F-HR/ATimeline
Cambridge Investment Research Advisors,…26,397$1.2M<0.01%-2613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC23,910$1.08M<0.01%+1,12113F-HRTimeline
MML INVESTORS SERVICES, LLC22,709$1.03M<0.01%+1,93313F-HRTimeline
MAI Capital Management21,749$985K0.01%+16513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…20,345$922K<0.01%+5,23513F-HRTimelineGroup
FUTURE YOU WEALTH LLC20,320$920K0.65%13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC20,203$915K0.01%+1,88913F-HRTimelineGroup
Magnus Financial Group LLC18,974$859K0.08%+3,91913F-HRTimeline
Tarbox Family Office, Inc.18,648$845K0.14%-37613F-HRTimeline
Ferguson Shapiro LLC15,620$708K0.26%+1,51913F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC15,068$683K0.05%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth14,453$655K<0.01%013F-HR/ATimelineGroup
Sage Mountain Advisors LLC14,073$637K0.05%+68313F-HRTimeline
Veridan Wealth LLC13,458$621K0.29%13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV12,347$559K<0.01%new13F-HRTimeline
Emergent Wealth Advisors, LLC12,307$557K0.4%013F-HRTimeline
Cetera Investment Advisers12,033$545K<0.01%-7513F-HRTimeline
Cresset Asset Management, LLC11,995$543K<0.01%+6,42713F-HRTimeline
Mariner, LLCin group Mariner, LLC11,764$533K<0.01%+48913F-HRTimelineGroup
Sprinkle Financial Consultants LLC11,754$532K0.36%+3613F-HRTimeline
Asset Dedication, LLC11,454$519K0.04%013F-HRTimeline
Cambridge Financial Group, LLC11,454$519K0.22%013F-HRTimeline
Sunbelt Securities, Inc.11,273$514K0.05%-22313F-HRTimeline
Buffington Mohr McNeal11,262$510K0.08%+2,00013F-HRTimeline
Highland Financial Advisors, LLC11,205$508K0.18%+1,04613F-HRTimeline
Parkworth Wealth Management, Inc.10,941$496K0.41%13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC10,173$461K<0.01%013F-HRTimelineGroup
NAPATREE CAPITAL LLC10,137$459K0.27%+1813F-HRTimeline
WCG Wealth Advisors LLC10,125$459K0.03%013F-HRTimeline
Human Investing LLC9,997$453K0.08%-9013F-HRTimeline
Navalign, LLC9,823$445K0.13%+5313F-HRTimeline
Confluence Wealth Services, Inc.9,371$442K0.03%-8713F-HRTimeline
Leverty Financial Group, LLC9,666$438K0.22%+4,10113F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC9,401$426K0.02%013F-HRTimelineGroup
Measured Risk Portfolios, Inc.9,306$422K0.47%13F-HRTimeline
Merriman Wealth Management, LLC8,768$397K0.02%-22313F-HRTimeline
RHS Financial, LLC8,658$392K0.2%+1,47413F-HRTimeline
Heritage Family Offices, LLP8,335$378K0.19%013F-HRTimeline
Sigma Planning Corp7,647$346K0.01%+3313F-HRTimeline
Ellenbecker Investment Group7,175$325K0.06%+1,19713F-HRTimeline
Topel & Distasi Wealth Management, LLC6,736$305K0.13%-21313F-HRTimeline
Armor Investment Advisors, LLC6,704$304K0.12%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,379$289K<0.01%new13F-HR/ATimeline
Montecito Bank & Trust6,364$288K0.05%-1,60013F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC6,350$288K0.11%-16513F-HRTimeline
Dakota Wealth Management6,256$283K0.01%+33813F-HRTimeline
Crane Advisory, LLC6,184$283K0.05%-19113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.6,200$281K<0.01%+12513F-HR/ATimelineGroup
Elwood & Goetz Wealth Advisory Group, L…6,073$275K0.07%+30313F-HRTimeline
Freedom Financial Partners LLC5,859$265K0.13%13F-HRTimeline
Monument Capital Management5,535$251K0.07%+97313F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding5,446$247K+310Timeline
CRA Financial Services, LLC5,278$239K0.04%013F-HRTimeline
Global Retirement Partners, LLC5,168$234K0.01%+1613F-HRTimeline
Embree Financial Group5,000$226K0.04%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC4,827$219K<0.01%-15,75413F-HRTimelineGroup
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV4,668$211K0.08%-36713F-HRTimeline
MJP ASSOCIATES INC /ADV4,650$211K0.04%+1513F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC4,650$211K0.02%+1513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,570$207K<0.01%-1,58413F-HRTimelineGroup
BLAIR WILLIAM & CO/IL4,073$185K<0.01%+3,70013F-HRTimeline
Grove Bank & Trust3,863$175K0.02%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,433$156K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC3,326$151K<0.01%013F-HRTimelineGroup
MOGY JOEL R INVESTMENT COUNSEL INC3,225$146K0.01%013F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC2,980$135K0.07%013F-HRTimeline
HARBOUR INVESTMENTS, INC.2,663$121K<0.01%-2713F-HRTimeline
NewEdge Advisors, LLC2,278$103K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,270$103K<0.01%+813F-HR/ATimelineGroup
McClarren Financial Advisors, Inc.1,625$73K0.2%new13F-HRTimeline
PRIVATE TRUST CO NA1,508$68.3K0.01%013F-HRTimeline
VSM Wealth Advisory, LLC1,343$60.8K0.02%13F-HRTimeline
Redwood Park Advisors LLC1,083$49.1K0.04%13F-HRTimeline
Hanson & Doremus Investment Management1,016$46K0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC757$34.3K<0.01%013F-HRTimelineGroup
EASTERN BANK385$17.4K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management365$16.5K<0.01%013F-HRTimelineGroup
WealthShield Partners, LLC319$14.4K<0.01%new13F-HRTimeline
Fort Vancouver Investment Management, L…241$10.9K0.01%+4213F-HRTimeline
Archer Investment Corp207$9.38K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC200$9.06K<0.01%013F-HRTimeline
Smithfield Trust Co203$9K<0.01%013F-HRTimeline
FSA Wealth Management LLC125$5.66K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC38$1.7K<0.01%+713F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.